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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,511 | $148,623-47.2% | $135,974-42.3% | $139,466-43.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.21% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,576 | $5,246-70.0% | $4,859-67.6% | $4,754-66.8% |
| Participant deferral / active EE | $4,719 | $8,103-41.8% | $7,760-39.2% | $6,712-29.7% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |